Service Associate I

Eastern Bank Careers • Cambridge, MA

78d • $22

About The Position

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side versus the other.

Requirements

• High school diploma or equivalent required.
• 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
• Some banking experience (e.g., teller or otherwise) is a plus.
• Basic business acumen and professionalism is a must.
• Ability to communicate information and ideas so others will understand.
• Ability to build relationships and strong alliances across the organization.
• Ability to quickly learn all details about the products and services offered by the bank.
• Ability to work independently, multi-tasking in a fast-paced environment.
• Outgoing self-starter and technically literate.

Responsibilities

• Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a 'hybrid' position is authorized.
• Works toward achieving specific individual sales and service goals through various activities.
• Opens deposit accounts.
• Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.).
• Closes loans for customers for applicable business lines (i.e. consumer lending).
• Makes referrals to other bank business lines and third-party partners.
• Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio.
• Responsible for operational compliance and adherence to policy.
• Handles daily account maintenance and other service issues as necessary.
• Understands and provides support in achieving quarterly sales.
• Processes deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
• Cash checks for customers and non-customers according to bank policy.
• Processes and properly records the sale of monetary instruments (i.e. official bank checks).
• Properly files all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
• Processes foreign currency purchases and sales.
• Processes various types of loan payments and credit card cash advances.

Benefits

• Starting Rate: $22.00

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees